Advise Ultra-High-Net-Worth families through tax, estate, and wealth planning at RBC Dominion Securities’ Vancouver advisory practice.

As an experienced Senior Financial Planner, you will deliver tailored advice for complex family circumstances, assets, liabilities, corporate structures, cash flow, and succession objectives. Your work connects financial planning elements into transparent roadmaps, coordinates professional expertise, and supports relationships across High-Net-Worth and Ultra-High-Net-Worth clients. The position is office-based five days weekly, with reasonable flexibility for personal commitments.

Key Responsibilities:

- Understand family, corporate, tax, estate, insurance, and succession circumstances
- Develop practical recommendations by assessing alternatives and trade-offs




- Review tax returns and identify planning opportunities
- Coordinate advice with accountants, lawyers, and RBC specialists
- Support charitable, legacy, and intergenerational planning goals

Requirements:

- CPA designation and In-Depth Tax Program
- Minimum eight to ten-plus years of relevant experience
- Experience with High-Net-Worth and Ultra-High-Net-Worth clients
- Knowledge of corporate, wealth, tax, estate, and insurance planning
- Clear, confident communication and exceptional emotional intelligence

Bring holistic financial planning, tax expertise, and relationship skills to sophisticated family wealth strategies in Vancouver.

📌 Ultra-High-Net-Worth Wealth Advisor (Vancouver)
🏢 RBC Dominion Securities
📍 Vancouver